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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1076
Godshalk Welsh Capital Management
Pennsylvania
$1.35M -$91.6K -3,775 -7%
FPFS
1077
First Personal Financial Services
North Carolina
$1.33M -$4.85K -200 -0.4%
CC
1078
Cadinha & Co
Hawaii
$1.31M +$1.26M +51,847 New
BHBT
1079
Burke & Herbert Bank & Trust
Virginia
$1.31M -$63.1K -2,600 -5%
CTA
1080
Colonial Trust Advisors
South Carolina
$1.3M +$49 +2 +0%
AB
1081
AT Bancorp
Iowa
$1.3M +$684K +28,185 +122%
GS
1082
GAM Systematic
United Kingdom
$1.29M -$342K -14,098 -22%
GIA
1083
GHP Investment Advisors
Colorado
$1.29M +$12.2K +501 +1%
CSS
1084
Cubist Systematic Strategies
Connecticut
$1.29M -$1.72M -70,867 -58%
BC
1085
Brinker Capital
Pennsylvania
$1.29M -$54.2K -2,233 -4%
WPC
1086
White Pine Capital
Minnesota
$1.29M -$30.3K -1,250 -2%
SSWM
1087
Sheets Smith Wealth Management
North Carolina
$1.29M +$265K +10,928 +27%
GAM
1088
Griffin Asset Management
New York
$1.29M +$409K +16,843 +50%
GC
1089
Grimes & Company
Massachusetts
$1.28M -$10.8K -444 -0.9%
MNBTD
1090
Moody National Bank Trust Division
Texas
$1.27M -$315K -12,975 -21%
SC
1091
Savant Capital
Illinois
$1.27M -$22.4K -924 -2%
LCM
1092
Lee Capital Management
New York
$1.27M – – –
HT
1093
HighTower Trust
Texas
$1.27M -$24.3K -1,000 -2%
FNBT
1094
FineMark National Bank & Trust
Florida
$1.26M +$17.5K +721 +1%
TA
1095
Tiedemann Advisors
New York
$1.25M -$2.64M -108,680 -60%
FMWA
1096
Forvis Mazars Wealth Advisors
Missouri
$1.25M -$35.6K -1,466 -3%
MWM
1097
Modera Wealth Management
New Jersey
$1.25M -$101K -4,178 -8%
IIC
1098
Ironwood Investment Counsel
Arizona
$1.25M +$3.23K +133 +0.3%
MC
1099
Mathes Company
New York
$1.25M – – –
KFA
1100
Kelleher Financial Advisors
New York
$1.25M – – –
42 43
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